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CWMAX vs VTSMX
CWMAX vs VTSMX Comparison
Open Charts CWMAX vs VTSMX
American Funds Washington Mutual 529A
Price$64.49
Change+$0.17 (+0.26%)
VolumeN/A
Net Assets201.77B
Vanguard Total Stock Mkt Idx I
Price$149.79
Change+$0.34 (+0.23%)
VolumeN/A
Net Assets1.91T
CWMAX vs VTSMX Comparison Chart in %
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CWMAX vs. VTSMX commentary
Jul 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWMAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CWMAX (202B). CWMAX pays higher dividends than VTSMX: CWMAX (1.23) vs VTSMX (1.12). CWMAX was incepted earlier than VTSMX: CWMAX (23 years) vs VTSMX (33 years). CWMAX (0.59) is less costly to investors than VTSMX (0.14). CWMAX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). CWMAX has a lower initial minimum investment than VTSMX: CWMAX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.56 vs. CWMAX (6.09). VTSMX return over 5 years is better than : 88.87 vs. CWMAX (56.11).
| CWMAX | VTSMX | CWMAX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 5.776 | 6.038 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 1.91T | 11% |
| Annual Yield % from dividends | 1.23 | 1.12 | 110% |
| Returns for 1 year | 6.09 | 11.56 | 53% |
| Returns for 3 years | 33.42 | 59.89 | 56% |
| Returns for 5 years | 56.11 | 88.87 | 63% |
| Returns for 10 years | 86.21 | 189.65 | 45% |
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